# Wealthbox

> Wealthbox is a cloud CRM and AI workspace built specifically for financial advisors, RIA firms, broker-dealers, banks, trust companies, and family offices. Its original wedge was unusually simple: replace the industry's cluttered, low-adoption databases with a clean interface advisors would actually open. The product now combines contact records, activity streams, email and calendar sync, workflows, meetings, reporting, mobile apps, an open API, more than 150 integrations, and emerging AI tools. After a $200 million majority investment from Sixth Street Growth in 2025, Wealthbox is pushing upmarket while trying to preserve the usability that made it popular with smaller firms.

- **Founded:** 2014
- **Headquarters:** Providence, United States
- **Founders:** John Rourke (CEO & Cofounder), Dan Ferranti (CTO & Cofounder)
- **Team size:** Approximately 160 employees in the supplied company dataset; public company listings place Wealthbox in the 51-200 employee range.
- **Products:** Wealthbox CRM, Wealthbox Enterprise, Wealthbox API, Wealthbox Mail, Customizable Dashboards
- **Notable:** Launched publicly on February 11, 2014 after a private beta with roughly 40 advisors., Grew to thousands of advisory-firm customers., Built a network of more than 150 wealthtech and custodial integrations.

## Products & services

- **Wealthbox CRM** — Cloud CRM for contacts, households, notes, tasks, workflows, opportunities, projects, email, calendar, files, reporting, and team activity.
- **Wealthbox Enterprise** — Enterprise edition with multi-workspace administration, SSO, advanced permissions, implementation support, organization reporting, and controls for larger firms.
- **Wealthbox API** — Read/write API and OAuth framework for custom applications and partner integrations.
- **Wealthbox Mail** — Email companion with two-way sync, templates, tracking, and messages connected to CRM records.
- **Customizable Dashboards** — Role-aware widgets, charts, and reports for monitoring practice activity and performance.
- **Wealthbox AI Notetaker** — Native meeting assistant for preparation, transcription, summaries, follow-up drafts, highlights, and task suggestions.
- **Wealthbox AI** — Early-access Agents, reusable Playbooks, and a conversational Assistant that can analyze and propose actions inside the CRM's governed data layer.

## Achievements

- Launched publicly on February 11, 2014 after a private beta with roughly 40 advisors.
- Grew to thousands of advisory-firm customers.
- Built a network of more than 150 wealthtech and custodial integrations.
- Received a $31 million Series B minority investment from Frontier Growth in 2022.
- Secured a $200 million majority investment from Sixth Street Growth in 2025.
- Ranked first in CRM adoption in the 2025 Kitces advisor technology research, according to Wealthbox and Kitces coverage.
- Launched a native AI Notetaker in 2025 and early access to Agents, Playbooks, and an AI Assistant in 2026.
- Maintains SOC 2 Type II certification and advertises encryption, two-factor authentication, and enterprise access controls.

## Latest updates

- **2026-03** — Opened early access to Wealthbox AI Agents, reusable Playbooks, and a conversational AI Assistant.
- **2025-12** — Reported 19 new integrations during 2025 and highlighted AI Notetaker, Meeting Reports, and Omniview Reporting.
- **2025-11** — Released Meeting Reports and Omniview Reporting for broader interaction analysis and organization-level oversight.
- **2025-10** — Made the native Wealthbox AI Notetaker generally available after a pilot.
- **2025-06** — Announced a $200 million majority investment from Sixth Street Growth.
- **2025-03** — Launched two-way contact synchronization with LPL ClientWorks.

## Links

- Website: https://www.wealthbox.com/
- LinkedIn: https://www.linkedin.com/company/wealthboxcrm
- Twitter/X: http://twitter.com/@StarburstLabs
- YouTube: https://www.youtube.com/@wealthbox
- Facebook: https://facebook.com/wealthbox/

---

Profile page: https://yespress.io/wealthbox
Published by YesPress — https://yespress.io
Last updated: 2026-08-22